Datadog
DDOG · Application Software
$269.65
4.6%Docusign
DOCU · Application Software
$85.27
1.0%The short version
- Datadog is the larger business, with $3.4B of revenue in fiscal 2025 against $3.2B for Docusign.
- Datadog grew revenue faster (27.7%, against 8.2%).
- Docusign kept more of each dollar of sales as operating profit (9.3% operating margin, against −1.3% operating margin).
- Docusign turned more of its sales into free cash flow (32.9% FCF margin, against 29.2% FCF margin).
| Latest fiscal year | DDOG · FY25 | DOCU · FY26 |
|---|---|---|
| Size | ||
| Market cap | $100.0B | $16.5B |
| Revenue | $3.4B | $3.2B |
| Free cash flow | $1.0B | $1.1B |
| Net income | $108M | $309M |
| Growth | ||
| Revenue growth | 27.7% | 8.2% |
| 5-year growth | 41.5% | 17.3% |
| Share count change | 1.4% | −0.6% |
| Profitability | ||
| Gross margin | 80.0% | 79.4% |
| Operating margin | −1.3% | 9.3% |
| Net margin | 3.1% | 9.6% |
| FCF margin | 29.2% | 32.9% |
| Return on capital | — | 25.4% |
| Return on equity | 3.3% | 15.8% |
| Balance sheet | ||
| Net debt | −$3.5B | −$867M |
| Net debt / EBITDA | −723.3x | −2.1x |
| Dividends and buybacks | $0.0M | $869M |
| Valuation & quality | ||
| P/E | — | 52.0x |
| Piotroski F-score | 5 | 5 |
FY17
DDOG $101M
DOCU $382M
FY18
DDOG $198M
DOCU $519M
FY19
DDOG $363M
DOCU $701M
FY20
DDOG $604M
DOCU $974M
FY21
DDOG $1.0B
DOCU $1.5B
FY22
DDOG $1.7B
DOCU $2.1B
FY23
DDOG $2.1B
DOCU $2.5B
FY24
DDOG $2.7B
DOCU $2.8B
FY25
DDOG $3.4B
DOCU $3.0B
FY26
DDOG —
DOCU $3.2B
DDOG
DOCU
FY17
DDOG −2.9%
DOCU −30.4%
FY18
DDOG −5.6%
DOCU −10.0%
FY19
DDOG −5.6%
DOCU −60.8%
FY20
DDOG −2.3%
DOCU −19.9%
FY21
DDOG −1.9%
DOCU −12.0%
FY22
DDOG −3.5%
DOCU −2.9%
FY23
DDOG −1.6%
DOCU −3.5%
FY24
DDOG 2.0%
DOCU 1.2%
FY25
DDOG −1.3%
DOCU 6.7%
FY26
DDOG —
DOCU 9.3%
DDOG
DOCU
FY17
DDOG $11.5M
DOCU −$48.1M
FY18
DDOG $1.2M
DOCU $36.1M
FY19
DDOG $10.9M
DOCU $45.7M
FY20
DDOG $104M
DOCU $43.7M
FY21
DDOG $277M
DOCU $215M
FY22
DDOG $383M
DOCU $445M
FY23
DDOG $632M
DOCU $429M
FY24
DDOG $836M
DOCU $887M
FY25
DDOG $1.0B
DOCU $920M
FY26
DDOG —
DOCU $1.1B
DDOG
DOCU
FY17
DDOG —
DOCU —
FY18
DDOG —
DOCU —
FY19
DDOG —
DOCU —
FY20
DDOG —
DOCU −47.8%
FY21
DDOG —
DOCU −44.2%
FY22
DDOG —
DOCU —
FY23
DDOG —
DOCU —
FY24
DDOG —
DOCU —
FY25
DDOG —
DOCU 35.6%
FY26
DDOG —
DOCU 25.4%
DDOG
DOCU
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.